A Gift That Honors a Life
If you have a loved one who has been impacted by Cal Poly, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting our students and programs. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of our students.
- Contact Cal Poly's Office of Gift Planning at 805-756-7125 or email@example.com for additional information on creating a memorial gift at Cal Poly.
- Seek the advice of your financial or legal advisor.
- If you make a memorial gift to Cal Poly through your estate, please use our legal name and Federal Tax ID.
Legal Name: California Polytechnic State University Foundation
Address: Heron Hall, Building 117, San Luis Obispo, CA 93407-0444
Federal Tax ID Number: 20-4927897
Check Out This Potential Scenario
When Sarah's father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising Cal Poly for its impact on his life. So Sarah decided to make a gift to Cal Poly in her father's name using appreciated securities. Not only will her father's legacy live on at Cal Poly thanks to the gift and a commemorative plaque, but Sarah also received a federal income tax charitable deduction (because she itemizes her taxes) and eliminated capital gains tax on the securities.
Watch this video to see how it works
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.